See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,185 | $138,065+85.6% | $123,544+107.4% | $135,375+89.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.89% | 153.68%-146.8pp | 119.20%-112.3pp | 519.73%-512.8pp |
| Employer contribution / active EE | $1,074 | $5,151-79.2% | $4,628-76.8% | $4,779-77.5% |
| Participant deferral / active EE | $2,816 | $6,799-58.6% | $6,426-56.2% | $5,609-49.8% |
| Admin fee / account holder | $32,019 | $10,916+193.3% | $9,284+244.9% | $10,827+195.7% |